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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,996 | $73,848-30.9% | $143,799-64.5% | $68,486-25.5% |
| Participation rate | 22.9% | 66.7%-43.8pp | 80.3%-57.5pp | 67.9%-45.0pp |
| Annual return | -17.89% | 0.91%-18.8pp | -0.04%-17.8pp | -7.85%-10.0pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,279 | $3,385-62.2% | $5,638-77.3% | $4,028-68.3% |
| Admin fee / account holder | $563 | $5,755-90.2% | $14,677-96.2% | $5,404-89.6% |